Nvidia’s Jensen Huang Predicts Marvell Will Be the Next $1 Trillion Chip Giant
Marvell last week forecast that its custom chips business would surpass $10 billion in revenue by fiscal 2029, as cloud companies expand AI data centers.
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Siemens + NVIDIA + Fluence: Battery Storage Giant Powers Next-Gen AI Supercomputers
Fluence, Siemens, Nvidia, and nVent team up to build faster, scalable AI data centers with smart power, boosting efficiency and cutting costs.
Nvidia CEO Jensen Huang: “AI Agents Mean Boom Time for Software” — Cadence Just Proved It
Jensen Huang says AI agents will boost software companies, not kill them, with Cadence launching a fast autonomous chip design AI.
Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.
Super Micro Stock Soars on Heavy Call Buying as Taiwan Collaboration Stops Server Smuggling to China
Super Micro stock jumps on strong buying as traders bet higher. Company works with Taiwan to stop illegal chip shipments to China.
IREN Targets $4.4 Billion ARR with $1.6B Blackwell GPU Deal at Childress
IREN signs $1.6B Dell deal for AI hardware, boosting revenue target to $4.4B as it expands data centers by 2027.